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iShares S&P Mid-Cap 400 Value ETF
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Overview Fund Activity

469 hedge funds and large institutions have $4.01B invested in iShares S&P Mid-Cap 400 Value ETF in 2019 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 149 increasing their positions, 155 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+24
Holders Change %
+5.39%
% of All Funds
10.17%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.54%
New
65
Increased
149
Reduced
155
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$45.9M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$37.8M
3
LPL Financial
LPL Financial
California
+$26.6M
4
NFG
Noven Financial Group
Colorado
+$23.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$21.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.6M
2
WIA
World Investment Advisors
California
-$17.1M
3
LI
LVZ Inc
Michigan
-$11.9M
4
Wells Fargo
Wells Fargo
California
-$8.69M
5
Morgan Stanley
Morgan Stanley
New York
-$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
476
Human Investing
Oregon
– -$601K -8,694 Closed
CG
477
Cutler Group
California
– -$581K -8,400 Closed
FIA
478
Foundations Investment Advisors
Arizona
– -$525K -6,698 Closed
SS
479
Sunbelt Securities
Texas
– -$204K -5,696 Closed
EB
480
Eastern Bank
Massachusetts
– -$355K -5,134 Closed
FI
481
FormulaFolio Investments
Michigan
– -$332K -3,966 Closed
Koshinski Asset Management
482
Koshinski Asset Management
Illinois
– -$268K -3,874 Closed
S
483
Surevest
California
– -$266K -3,852 Closed
PL
484
Plancorp LLC
Missouri
– -$248K -3,590 Closed
FNT
485
First National Trust
Pennsylvania
– -$241K -3,488 Closed
CNBT
486
Canandaigua National Bank & Trust
New York
– -$231K -3,334 Closed
HR
487
Hayden Royal
North Carolina
– -$211K -3,054 Closed
AWM
488
AE Wealth Management
Kansas
– -$201K -2,906 Closed
DWM
489
Doyle Wealth Management
Florida
– -$65K -944 Closed
PG
490
Patten Group
Tennessee
– -$63K -910 Closed
EWA
491
ERTS Wealth Advisors
Michigan
– -$56K -814 Closed
Chevy Chase Trust
492
Chevy Chase Trust
Maryland
– -$47K -678 Closed
CAM
493
Cresset Asset Management
Illinois
– -$35K -500 Closed
MG
494
MilWealth Group
Wisconsin
– -$30.9K -446 Closed
FCB
495
First Command Bank
Texas
– -$18K -258 Closed
FCFS
496
First Command Financial Services
Texas
– -$18K -258 Closed
SFC
497
SYM Financial Corp
Indiana
– -$14K -202 Closed
LPC
498
Loeb Partners Corp
New York
– -$10K -150 Closed
LNB
499
Ledyard National Bank
– -$8K -114 Closed
SHJ
500
Sharkey, Howes & Javer
Colorado
– -$4K -60 Closed
16 17 18 19
20